Wellspring Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
938
+305
| +48% | +$161K | 0.05% | 84 |
|
|
2025
Q1 | $321K | Buy |
633
+114
| +22% | +$57.9K | 0.04% | 92 |
|
|
2024
Q4 | $258K | Sell |
519
-514
| -50% | -$256K | 0.03% | 109 |
|
|
2024
Q3 | $534K | Buy |
1,033
+384
| +59% | +$198K | 0.06% | 82 |
|
|
2024
Q2 | $289K | Buy |
649
+50
| +8% | +$22.3K | 0.04% | 107 |
|
|
2024
Q1 | $255K | Buy |
599
+5
| +0.8% | +$2.13K | 0.04% | 107 |
|
|
2023
Q4 | $262K | Sell |
594
-72
| -11% | -$31.7K | 0.07% | 104 |
|
|
2023
Q3 | $243K | Buy |
+666
| New | +$243K | 0.07% | 98 |
|